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4621 results found
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Batch Payments - View paid bills as a batch, instead of individual bills
View paid bills in the batch payment total insstead of each bill paid under the paid tab of the pay bills function.
2 votes -
Aged receivables - Add tax columns
Reports - Aged Receivables: I would like to be able to include the VAT rate/VAT rate name as a column in the aged receivables detailed report to avoid manually checking each invoice in the list
1 voteNot possible with the aged reports, but perhaps the Receivable Invoice Detail report could be just as useful, Luke?
You'll find you can add the tax columns you're after, and there's lots of flexibility to set this report up in the way you need to only view certain transactions (such as those awaiting payment)
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AU Payroll - Superannuation Payment: Filter by Week Ending not Due Date
It would be great to be able to filter by the PAYROLL DATE not just the DUE DATE for Superannuation Payments.
This would make it a lot easier when creating smaller super batch payments.
Currently, we pay our 100 staff's super each month (30 days after) and this means I need to manually click next to each individual payment line. I can multi-select all, but that will select every single line for all months.8 votes -
Dashboard - Monthly Profit and Loss Graph
The ability to add a monthly Profit and Loss Graph to the dashboard. This feature was available in my old accounting software (Wave Accounting).
5 votes -
Reconciliation | Bank Rules - show account
While in Dashboard and in a bank account, if I have a bank rule being used and you see it on the right with the vendors name, please add the gl acct in that same box so I can look at each gl account before I hit OK and save. Some vendors are used with different expenses so not seeing the particular gl acct makes me do extra steps by click on details and checking there.
2 votes -
Remittance Advice - Show sales invoices allocated to bills as a Contra
Be able to send a remittance to a supplier when sales invoices have allocated as part of the payment
3 votes -
Receivable Invoice Summary Report - Group by Contact group
We recently converted from Quickbooks Desktop and are trying to reproduce a "Sales by Customer" Report that sorts descending by gross invoice amount but groups the contacts within the contact group together. In Xero, I cannot figure out a way to accomplish this.
6 votes -
Credit Note - Allocate to different contact
It would be great if in Xero Blue you could see from the contact profile that they have a credit instead of money owed $0.00.
It would also be helpful if when creating and invoice or before sending the invoice if a pop up appeared advising the client has credit and asking if you would like to use it.
Also having the ability to transfer credit between groups/entities would be helpful. At the moment if someone has a credit note against one entity we need to reverse the credit note and reprocess it under the entity you want to credit.
We find the credit notes hard to follow as staff members do not think to look for an outstanding credit before sending invoices, the client then pays again an the credit remains.
It would be great if in Xero Blue you could see from the contact profile that they have a credit instead of money owed $0.00.
It would also be helpful if when creating and invoice or before sending the invoice if a pop up appeared advising the client has credit and asking if you would like to use it.
Also having the ability to transfer credit between groups/entities would be helpful. At the moment if someone has a credit note against one entity we need to reverse the credit note and reprocess it under the entity you want to credit.
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8 votesThanks for your feedback here. Currently when you create a credit note/overpayment the balance is reflected in the contacts record. This shows as a negative value in the list of the customer's invoices.
With new invoicing, if you create an invoice for a contact that has outstanding credit, you'll be asked if you'd like to allocate this credit once the invoice has been approved. You'll also see the available credit and option to apply each time you view an approved invoice.
While it's not possible to allocate credit from one contact to another you could edit an existing credit note to change the contact without having to recreate it from scratch.
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Quotes - Add delivery address to quote
Thank you for adding the ability to show both invoicing and delivery addresses on an invoice.
Please may you add the same functionality to the quotes? And as a follow on, if this option is selected at the quote stage, continue this onto the invoice as well when it is created.
Thanks.
7 votes -
New Invoicing: Choose default calculation type for the discount column
The new feature sets the discount column to numeric value by standard. My business uses % and it's incredibly tedious having to type % each time. We can do 10-20 quotes a day with an average of 30 products per quote. So a feature that would allow us to click a button to default to percentage, so when you type a number the % appears (like in old Xero).
105 votesHi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
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UK Payroll - Leave Balances Report
Create the report "Leave Balances". This report is available in the AUS version of Xero and is useful when calculating annual leave expense
120 votesHi everyone, we have an exciting opportunity for a few customers to meet some of our Xero team who are working hard to improve payroll for you.
You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!
If this sounds like something you'd be interested in and are available on Monday Sept 30, 1:45 - 3:15pm and could come into our Xero London office, add your details through our form.
Spaces are limited so sign up as soon as you can.🙂 If you don't get the chance this round our team may reach out when another opportunity arises.
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Bills - Auto update status for future planned payment once paid
Direct Payments - Change of status - Scheduled to Paid
Currently within 'Manage direct payments' the Status doesn't change on future dated payments once they've been paid. ie. Once a scheduled payment is made change the status to PAID.
1 voteThanks for the confirmation, Michael. While it's not something we have direct plans around atm I've slightly updated the title of your idea and we'll keep an eye on the interest for this. If there's any change we'll share this with you, here.
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Reports - Ability to add Contact Account Numbers to Account Transaction Reports
I propose adding contact account numbers to account transaction reports in Xero. This enhancement will enable users to easily link and reconcile transactions with specific contacts, even when working with downloaded data in formats like Excel.
By incorporating contact account numbers in account transactions reports, users can streamline transaction reconciliation. This feature simplifies the process of cross-referencing transactions and contacts, particularly when utilising downloaded data outside of Xero.
For instance, users can streamline the process of running annual donation receipts by downloading the "Contacts" and "Account Transactions Report". By linking contact account number, contact names and addresses from the contacts with the donation transactions from the account transactions report, leveraging the contact account number as the primary identifier, users can create the required report. This report can then be utilised via mail merge to efficiently generate annual donation receipts.
Please support this idea to improve reporting in Xero.
I propose adding contact account numbers to account transaction reports in Xero. This enhancement will enable users to easily link and reconcile transactions with specific contacts, even when working with downloaded data in formats like Excel.
By incorporating contact account numbers in account transactions reports, users can streamline transaction reconciliation. This feature simplifies the process of cross-referencing transactions and contacts, particularly when utilising downloaded data outside of Xero.
For instance, users can streamline the process of running annual donation receipts by downloading the "Contacts" and "Account Transactions Report". By linking contact account number, contact names and addresses…
30 votes -
Contacts - Add a Title field for Mr, Mrs, Dr, etc.
Please could you add a Title field into the customers name - my invoices show with just the surname on which is very unprofessional.
ie. Mr Smith on the invoice would look much nicer than just Smith !!! This must be a basic thing to do.?? Please consider this as urgent.4 votes -
Bill Payments - Schedule an email remittance advice for a future bill payment
Can there please be a function to schedule an email remittance advice at the same time as scheduling a future bill payment. I schedule all bill payments throughout the month but have to record which dates I am scheduling different bills to paid in my calendar so I can remember to send a remittance advice on that day. Would be much more time efficient if could schedule a remittance advice to be automatically sent the same day the payment is made / bill is paid.
34 votes -
Invoicing - Full invoice preview
When the invoice has been approved and need to be emailed, the side by side view is great but I would like to see the invoice amount ex VAT, not the total of the invoice and it would be good to see all the body of the invoice as well, not just saying there are more items, you cant even click on it to see
2 votes -
Notifications - Turn off all pop up notifications/errors in Xero for all users
Option to turn off error messages and pop up notifications for the entire organisation.
3 votes -
Manual Journals - Formulas in Journal Entries
Allow journal entry fields to have a formula or calculation. it would be much easier when doing manual journal entries.
3 votesHi Josue, Xero has an inbuilt calculator that enables you to enter simple formulas that'll auto calculate when you move the cursor to the next field.
Does this accomplish what you're in need of here?
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AU Payroll - Make multiple draft pay runs
Ability to draft future payruns - ie more than 1 darft payrun. Especially at Christmas time. I would like to draft up future payruns before Igo on leave, but still have the ability to adjust this week payrun for overtime etc. At the moment I can't move forward until I complete current payrun. or i have to do un unscheduled payrun to fix it. Very time consuming
8 votesThank you for your feedback in product ideas, everyone. With our payroll products being regional changes are generally developed in each separately.
We have slightly changed the idea here to reflect the desire for this in AU Payroll, and have created a separate one across here for NZ Payroll.
While there are no plans for developing this within our AU Payroll product right now, we'll continue to track the interest from you all here, and update if there is any change planned.
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Spend / Receive money - Ability to set tracking defaults
Allocate specific tracking categories to transactions instead of showing every category when a transaction is created.
Currently all tracking categories show when creating a new spend/receive money. In our business one of these categories is used for timesheets only. I would like the option to be able to choose which tracking categories display when creating new spend/receive money transactions in Xero, in the same way that I am able to do this for payroll and on invoicing.
2 votes
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